Calamos Long/Short Equity & Dynamic Income Trust
CPZ- Exchange
- Nasdaq
- SEC CIK
- 0001717457
No open-market purchases or sales by Calamos Long/Short Equity & Dynamic Income Trust insiders were filed in the last 90 days; 62 institutions reported holding it in 13F filings for Q2 2026, worth $79.4M in total; no superinvestor holds it.
Q2 2023 vs. Q1 2023
How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 48 | 1 | 49 | +2 |
| Shares | 5.30M | 11.5K | 5.60M | +308.8K (+5.8%) |
| Value | $81.9M | $176.9K | $86.7M | +$4.97M (+6.1%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cresset Asset Management, LLC | 17,778 | $275.0K | 0.00% |
| Weiss Asset Management LP | 12,966 | $200.6K | 0.03% |
| GWM Advisors LLC | 10,993 | $170.1K | 0.00% |
| Sykon Capital LLC | 10,000 | $154.7K | 0.11% |
| First Capital Advisors Group, LLC. | 6,719 | $103.9K | 0.05% |
| Tower Research Capital LLC (TRC) | 146 | $2.26K | 0.00% |
Sold out (4)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Scotia Capital Inc. | 16,495 | $254.7K |
| Sigma Planning Corp | 10,500 | $162.2K |
| Northwestern Mutual Wealth Management Co | 2,500 | $38.6K |
| JPMorgan Chase & Co | 1,403 | $22.0K |
Not filed for Q2 2023 yet (1)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Ahrens Investment Partners LLC | 11,452 | $176.9K |